wk up run [the record is a 9-wk up run] and 6-qtr up run [a record], the semis need some rest. Attractive are AVGO, MRVL , SWKS, TQNT, MU, Samsung Electronics, INTC [ that I sold recently ]. Pg 36: Brokers that allow order flows to IEX are Interactive

continues to pressure PC demand, which has created some headwinds for chipmakers exposed to that area, such as Marvell Technology MRVL , and Intersil ISIL. The trend has also affected semiconductor behemoth Intel INTC, the world's biggest supplier of PC microprocessors